Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Haller is an experienced financial advisor with over 30 years in the industry. Currently, Jeffery Haller is registered with Wealth Management Group, LLC and has a broad range of experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jeffery Haller has offices in Illinois and Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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IL
10/15/2024 - Present
Wealth Management Group, LLC (INVERNESS IL)
NY
04/13/1994 - 11/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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